Wealth Management CRM
&
Financial Data Processing
www.AppCrown.com
Our Relationship With AppCrown
BlackCrown leverages AppCrown's CRM, wealth management apps, and financial data processing engine to create an integrated and automated post trading system. We consider AppCrown to be the foundation technology that our RAMP system is built upon.
Wealth PLus
Wealth Plus is the core wealth management CRM used by independent financial advisors, independent registered reps and financial professionals in managing their entire book of business. Our CRM features automated smart client dashboard and segmentation tools that helps advisors + client service teams scale a tailored approach across hundreds of client accounts
FIaas
Financial Integration as a Service (FIAAS), is a financial data processing service provided for banks, broker dealers and independent wealth management firms seeking to create big data related decisions across their customer's profile and financial holdings. FIAAS is also the industry's only leading multi-clearing and multi-custodian data aggregation engine for Salesforce CRM.